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Technology Stocks : Ericsson overlook?
ERIC 9.540+0.4%Nov 26 3:59 PM EST

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To: Caxton Rhodes who wrote (1717)6/9/1998 11:31:00 PM
From: DWB  Read Replies (1) of 5390
 
Caxton,

I'm really much more interested in the article you posted after the Salinger news item...

Message 4785075

Specifically, I'd like to get your take on the reported SK Telecom representatives comments, such as:

"I hate the situation that's happening," said Jung Uck Seo, the president and ceo of
Korea's biggest cdmaOne operator, SK Telecom. "We've decided to go with
W-CDMA."

SK, he said, had been working independently on 3G since 1993 and with DoCoMo
since 1996, on the basis that common standards between Japan and Korea - the two
biggest markets in Asia outside China - would create a de facto surge across the region.

"QualComm did a really great thing [by pioneering CDMA technology]," he said. "But
they're asking too much in rights, when technology is more and more about common
and broadly spread standards."

That was why SK had chosen to head elsewhere for 3G. "QualComm dictates the
standards. That's why the cdmaOne population doesn't grow," he went on.

That seems to be a pretty significant knock by a large QCOM customer...

Also, what is your feeling on the GSM/TDMA convergence?

DWB
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